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CSSI Cloud
Managed cloud hosting for investment management systems.
Your team keeps working in the applications it already knows. CSSI manages the infrastructure behind them, including backups, recovery, upgrades, and daily support.
- Your existing applications, hosted and supported by one team
- Monitoring, backups, recovery, and business continuity included
- Direct access to people who understand the infrastructure and the software

CSSI Cloud has helped firms keep their data secure and available while assisting them with best practices and working through the challenges of running complex environments. CSSI is the perfect partner to help your company get to the next level while providing continuity.
Explore CSSI Cloud
How does CSSI host, protect, and support investment systems?
CSSI Cloud
The systems you use, managed by one team
CSSI Cloud has supported investment operations since 2005. It gives firms a managed environment for the systems they already use, with secure access, consistent performance, and one team responsible for keeping everything running.
We handle monitoring, backups, recovery, product upgrades, and technical support. When an issue crosses from the infrastructure into the application itself, your team does not have to coordinate between disconnected vendors.
Cloud Service Options
- Private Cloud: A dedicated environment sized around your applications, users, and access requirements
- Data Backup & Recovery: Automatic backups, tested recovery procedures, and standby environments when primary systems are unavailable
- Hosted Microsoft Exchange: Managed Outlook access with anti-virus, anti-spam, SSL, and firewall protection
We map platform, migration, and compliance requirements during the consultation so the environment is designed as one system rather than a collection of separate services.
Key Benefits
- Security controls built around financial operations
- Faster recovery when systems go down
- Private environments sized around your firm
- Less equipment and infrastructure to maintain
- One team responsible for the environment
Advent Support & Upgrades
CSSI Cloud customers can add Advent product support through a flexible monthly retainer. The same team can work on the hosted environment, troubleshoot reports, manage tickets, and complete product upgrades.
Coverage Includes:
- Product Support: Report troubleshooting, issue resolution, ticket management
- Product Upgrades: APX, Axys, and Moxy upgrade services
- Escalation Support: Coordinated process between CSSI resources and Advent
Resources
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CSSI Cloud Support
Private Cloud
A dedicated environment without the hardware burden
CSSI Private Cloud gives your team a dedicated environment for email, applications, and core business systems. It includes redundant backups and secure remote access through a straightforward interface.
CSSI manages the servers, monitoring, maintenance, and recovery plan. Your team gets the performance and availability it needs without owning the infrastructure.
CSSI manages the full hosted environment
- Email & Applications: Hosted together and managed as part of the same environment
- Dedicated Servers: Operating system, hardware, and software configured around your requirements
- Managed Hosting: CSSI handles the day-to-day work of keeping the environment healthy
After reviewing how your team works, we build only what you need. That can be one hosted application, a dedicated server environment, or the complete stack.
Key Benefits
- Dedicated infrastructure with redundant backups
- A recovery plan tied to the environment
- Less hardware and maintenance for your team
- Direct support from the team monitoring the systems
Backup Services
Backups are only useful when recovery works
CSSI Backup protects the data and systems your team needs to operate. Backups run automatically in the background, with recovery procedures built around hardware failure, malware, power loss, and other interruptions.
If something fails, CSSI restores the affected systems and helps your team get back to work. Standby environments are available when recovery cannot wait for replacement hardware.
Protection for systems and data
- Business Continuity Plans
- Disaster Recovery Protocols
- Disaster Prevention Strategies
- Hassle-free Backup
Security and controls
- Tier 3, SAS 70 Type II audited data center
- HIPAA compliant data management
- Documented and reviewed internal control framework
- Multi-layered approach for exceptional continuity
Hosting the rest of your environment
CSSI can host your complete IT environment or only the systems you want to move. We provide the facility, monitoring, maintenance, and recovery support so your team is not responsible for keeping office hardware online.
Mail & Applications
Managed email, archiving, and application access
CSSI hosts and manages email with the availability, protection, archiving, and recovery controls your firm requires. Your team keeps using Outlook while CSSI manages the systems behind it.
Hosted Exchange
- Full-featured Microsoft Exchange with shared contacts and calendars
- Mobile device integration for anywhere access
- Built-in virus and spam filtering protection
- Unlimited mailbox storage with no server management
Additional Hosted Services
Email Security
- Advanced spam and virus filtering
- Email continuity during outages
- Protection before threats reach your network
Email Archiving & Compliance
- Automatic capture of all communications
- Secure dual-datacenter storage
- Meets SEC, NASD, HIPAA, SOX requirements
Web Security
- Content filtering and malware protection
- Policy enforcement through easy interface
- Reduced legal liability and productivity drains
Additional Services
- Secure enterprise instant messaging
- Automated desktop backup with encryption
- Quick file restoration capabilities
Find the right path
Which CSSI cloud-hosting option fits your investment system?
Start with the platform overview or go directly to the environment you run today: Axys hosting, APX hosting, cloud hosting for investment advisory firms, cloud migration, or compliance-focused hosting.
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Ready to stop managing servers?
Tell us what you run today, where it lives, and what creates the most work for your team. We will map the environment and show you what moving it to CSSI Cloud would look like.
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